LWA
IBDL

Lineweaver Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Lineweaver Wealth Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,895
Closed -$301K – 91
2020
Q2 		$301K Buy
+11,895
New +$301K 0.15% 62

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Lineweaver Wealth Advisors's IBDL Position: Q3 2020 in Review

Lineweaver Wealth Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 11,895 shares — an estimated $301K sold.

Lineweaver Wealth Advisors first reported a position in IBDL in Q2 2020 and held it in 1 quarter. The position peaked at $301K in Q2 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Lineweaver Wealth Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 11,895 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $301K.
  • Lineweaver Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $301K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.